PensionTransferExpert.com

Independent Financial Adviser 4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
**Pension Transfer Gold Standard holders** We love pensions! Personal pensions, Final salary pensions, SIPP's and SSAS's.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Group pensions
Meet our advisers
adviser-person
Chris Broome FPFS
Owner & Chartered Financial Planner
Where to find us

4 Burkes Parade, Buckinghamshire, Beaconsfield, HP9 1NN

Make an enquiry
About us

At retirement, your whole financial life essentially collapses down to one binary question; will your money outlive you or will you outlive your money?

We are holders of the prestigious Pension Transfer Gold Standard, issued by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society.

Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Our mission is to help people make the right kind of retirement plan. It’s a much shorter, less complicated conversation than you might expect.

Clients of ours know that, whilst it’s reassuring that we hold the prestigious chartered financial planning and pension transfer specialist accreditation's, our team is focused on helping you to answer the one overriding question we all have – ‘are we going to be ok?'

Our services

Expert financial planning overseen by highly qualified and competent chartered financial planners, covering off:

- Personal Pensions
- SIPPs (Self Invested Personal Pensions)
- SSAS (Small Self Administered Schemes)
- Final Salary / Defined Benefit
- Retirement Planning

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Our principle place of business is: Innovation Centre, Silverstone Park, Silverstone, Northamptonshire, NN12 8GX.

PensionTransferExpert . com is a trading style of Longhurst Limited. Longhurst Limited is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. Tenet Connect Ltd is entered on the FCA register www.fca.org.uk/register under reference 149826.

Longhurst Ltd is registered in England and Wales under registration number 11193790. Registered office address: Second Floor, Challoner House, 19 Clerkenwell Close, London, EC1R 0RR.

By transferring your occupational pension scheme benefits into a personal arrangement, you may be giving up rights to guaranteed benefits, known levels of pension income and increases that will be applied in the future.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Information is based on current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Financial Conduct Authority does not regulate occupational pensions and tax & trust planning.

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We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat